Who We Are:
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients’ financial lives.
***This role has the potential to work anywhere in the U.S.***
Summary:
The Financial Education Coordinator plays a key role in supporting the development and execution of client financial education initiatives through the Wealthspire at Work program. This position ensures operational excellence through effective communications, data management, client engagement and ongoing program development.
Key Responsibilities:
Execute and support the implementation and ongoing success of client financial education programs, including workshops, webinars, and personalized sessions.
Develop promotional materials aligned with client needs and organizational objectives.
Coordinate logistics for days of education, including scheduling, presentation decks, and participant communication.
Maintain positive client relationships by ensuring clear, consistent and timely communication.
Monitor program effectiveness and recommend improvements based on feedback and data.
Client Relationship Management:
Build and maintain strong relationships with new and existing clients.
Coordinate and lead implementation calls and conduct regular client check-ins.
Provide timely updates on program engagement and outcomes.
Technology Management:
Maintain financial education client and program data within the HubSpot platform.
Create and manage HubSpot landing page for each client.
Create and manage Microsoft Bookings page for each, including customizations for dates of education.
Leverage all technology and tools to streamline processes and improve efficiency for wellness initiatives.
Additional Duties:
Support team of Financial Professionals to provide ongoing calendar of events and all necessary information for scheduled appointments.
Perform other program-related tasks as assigned to support the success of client wellness and education initiatives.
Competencies:
Business Acumen - Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
Client Relationship Management - Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements.
Customer Experience Management - Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point.
Decision Making and Critical Thinking - Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately and reach productive decisions.
Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs. Ability to read and understand details, direction and tasks resulting from written communication from colleagues.
What We Offer:
Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. We are seeking a professionally minded individual with the desire to have fun and grow personally and professionally in a fast paced financial services business.
Wealthspire and You... Better. Together.
Wealthspire is an inclusive Equal Employment Opportunity employer.
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